OAKHOUSE PARTNERS, LLC
Firm details
- Headquarters
- PARK CITY, Utah
- CRD number
- 290187
- Registered since
- November 16, 2017
- Website
- oakhousepartners.com
Firm profile
FINTRXOverview
Oakhouse Partners, LLC is a limited liability company that serves as sponsor, general partner and managing member for pooled investment vehicles. The firm is built around operating and managing private investment funds rather than acting as a traditional advisory practice for retail or separately managed accounts. Its public filings show SEC registration in 2017 and it does not describe itself as an active ESG investor. The firm's primary allocation focus is venture capital-style private fund strategies, with the organization taking on GP and sponsor responsibilities across multiple pooled vehicles.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Paul Willard
PartnerCRD 7518579
Jason Portnoy
ManagerCRD 6862185
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PARK CITY, UT
SUMMIT
Location
PARK CITY, UT
Headquartered in PARK CITY, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- SUMMIT
- Address
- 1389 Center Dr
- Time zone
- MT (UTC-7)
- Office locations
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